Client Support - Financial Planning

Job Location	Timperley
Education	Not Mentioned
Salary	24,000 - 28,000 per annum, negotiable
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

A very good opportunity has become available for a large firm to join their regional office in Manchester. The position is key to the department and is to support the Wealth Planners by building and maintaining relationships with the clients and work closelywith the wider team and the paraplanning department to ensure all aspects of the support function come together to allow the Planners to spend their time seeing clients. In return for your experience you can expect a very good package with a salary up to £28,000 as a guide, which is flexible for the right person along with hybrid working pattern.Along with speaking with clients and their queries, you will deal with product providers and other stakeholders through to the processing of new business, prepare paperwork for client reviews, arrange meetings, and look for additional ways you can improve thedepartment, client relationships and in turn develop you own experience and career.If you have experience working in a wealth management or IFA environment then please apply

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